See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,013 | $197,591+135.3% | $177,821+161.5% | $158,922+192.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 24.20% | 58.76%-34.6pp | 48.32%-24.1pp | 302.83%-278.6pp |
| Employer contribution / active EE | $16,130 | $6,697+140.8% | $5,918+172.5% | $4,761+238.8% |
| Participant deferral / active EE | $11,197 | $8,405+33.2% | $7,714+45.2% | $5,982+87.2% |
| Admin fee / account holder | $4,539 | $15,399-70.5% | $12,427-63.5% | $11,246-59.6% |